See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $438,300 | $177,572+146.8% | $154,803+183.1% | $142,382+207.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.92% | 65.07%-54.1pp | 58.88%-48.0pp | 217.08%-206.2pp |
| Employer contribution / active EE | $4,226 | $4,810-12.1% | $4,305-1.8% | $4,299-1.7% |
| Participant deferral / active EE | $7,876 | $6,272+25.6% | $5,540+42.2% | $6,507+21.0% |
| Admin fee / account holder | $4,153 | $16,786-75.3% | $14,329-71.0% | $12,624-67.1% |